Filed November 1, 2013 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $83,905 |
CAPFINANCIAL PARTNERS LLC6 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,356 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP INC. Service code 49 | Other Services | $11,925 |
NEWPORT GROUP, INC.4 years Service code 49 · EIN 27-2037969 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,171 | $91,710-43.1% | $67,560-22.8% | $77,762-32.9% |
| Participation rate | 73.2% | 76.0%-2.8pp | 72.9%+0.3pp | 70.6%+2.7pp |
| Annual return | 10.02% | 14.88%-4.9pp | 3533.50%-3523.5pp | 31.27%-21.3pp |
| Employer contribution / active EE | $1,495 | $3,187-53.1% | $2,737-45.4% | $2,728-45.2% |
| Participant deferral / active EE | $3,525 | $3,911-9.9% | $4,004-12.0% | $4,651-24.2% |
| Admin fee / account holder | $117 | $245-52.3% | $3,994-97.1% | $433-73.0% |